You may be saying, Great! I love adding bullet points to my notes! And if you are working in a brand-new instance of Salesforce (with or without the Nonprofit Success Pack), you’re all set. You also get setup information, implementation tips to help you get started, and best practices to ensure your continued success.

Summerʻ19 comes up with many new features including Enhanced Related List.

Salesforce Files were first introduced in the Winter 16′ Release.

It is a handy tool to bulk convert your attachments to Salesforce Files and Classic Notes to Enhanced Notes, with clicks not code.

Let’s take a look at the update in more detail, from the main benefits to the key differences between Files, Notes and Go to Setup -> Build -> Customize -> User Interface to enable Enhanced List view.

Enhanced Aha! Ideas + Salesforce Lightning integration.

Lead generation in Salesforce can be done in a number of ways like from filling a form, through the campaign, through email or online interactions through websites, and many more. Perform METADATA Operations in Bulk with Point & Click features.

A: One of the biggest motivators for upgrading to NPSP 3.

Because of this, many FormAssembly users are also transitioning to Salesforce Files, rather than creating Attachment records. Convert notes to enhanced notes salesforceĬonvert notes to enhanced notes salesforce However, customers still using classic will not be able to use these features.

Install champ app to salesforce